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Skills

  • Artificial Intelligence
  • Automated Workflow
  • CRM Automation
  • Amazon Web Services
  • API
  • Apple Development
  • Automation Engineering
  • C#
  • C++
  • CGI
  • Chatbot Development
  • Chatbots
  • Cloud Computing
  • Computer Graphics
  • Conversational AI Design

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Services

  • Unlocked CRM – AI-Powered CRM

    $25/hr Starting at $2K Ongoing

    Dedicated Resource

    Unlocked CRM is an all-in-one AI-powered CRM platform built exclusively for insurance agents. I designed and developed a modern, high-converting website showcasing its core features: AI Quoting, Native...

    Amazon Web ServicesAPIApple DevelopmentArtificial IntelligenceAutomation Engineering
  • FNOL, Call Routing & Lead Capture

    $25/hr Starting at $500 Ongoing

    Dedicated Resource

    Built an AI-powered insurance answering service to automate inbound call handling, First Notice of Loss (FNOL) capture, quote requests, and policy servicing. Designed intelligent call workflows for lead...

    Artificial IntelligenceAutomated WorkflowChatbot DevelopmentConversational AI DesignCRM Automation

About

Insurance AI Agent Developer | AI Automation| Voice AI |CRM Automation

Insurance AI Agent Developer | AI Automation | Voice AI | Insurance CRM | Lead Generation Systems

I build AI agents and automation systems for insurance agencies that increase conversions, reduce manual workload, and scale operations using AI lead generation, insurance CRM automation, AI voice agents, and quoting systems.

➤ 𝗥𝗲𝘀𝘂𝗹𝘁𝘀-𝗗𝗿𝗶𝘃𝗲𝗻 𝗜𝗻𝘀𝘂𝗿𝗮𝗻𝗰𝗲 𝗔𝗜 𝗔𝘂𝘁𝗼𝗺𝗮𝘁𝗶𝗼𝗻

✔ 3–10x faster lead response time using AI lead qualification agents
✔ 100+ calls/day automated with AI voice calling agents
✔ 80%+ follow-ups automated (email, SMS, CRM workflows)
✔ 50–70% reduction in manual admin work
✔ Higher close rates with AI quoting and follow-up automation
✔ 100% audit trail tracking for compliance and reporting

■ 𝗜𝗻𝘀𝘂𝗿𝗮𝗻𝗰𝗲 𝗔𝗜 𝗔𝗴𝗲𝗻𝘁𝘀 & 𝗔𝘂𝘁𝗼𝗺𝗮𝘁𝗶𝗼𝗻 𝗦𝘆𝘀𝘁𝗲𝗺𝘀

➤ 𝗟𝗲𝗮𝗱 𝗚𝗲𝗻𝗲𝗿𝗮𝘁𝗶𝗼𝗻 & 𝗦𝗮𝗹𝗲𝘀 𝗔𝘂𝘁𝗼𝗺𝗮𝘁𝗶𝗼𝗻 (𝗜𝗻𝘀𝘂𝗿𝗮𝗻𝗰𝗲 𝗔𝗜)

AI Lead Intake and Qualification Agents (real-time scoring)
AI Quoting Systems (multi-carrier insurance quoting automation)
Cross-Sell and Upsell AI (auto, home, life bundling)
Appointment Setting AI Agents (calendar automation)
Follow-Up Automation Systems (email, SMS, CRM workflows)
Abandoned Quote Recovery AI Agents

➤ 𝗔𝗜 𝗩𝗼𝗶𝗰𝗲 𝗔𝗴𝗲𝗻𝘁𝘀 𝗮𝗻𝗱 𝗖𝗮𝗹𝗹𝗶𝗻𝗴 𝗔𝘂𝘁𝗼𝗺𝗮𝘁𝗶𝗼𝗻

Outbound AI Calling Agents (sales, renewals, follow-ups)
Inbound AI Receptionist (24/7 call answering)
Renewal Reminder Calling Systems
Missed Call Text-Back Automation
Appointment Confirmation and Reminder Agents

➤ 𝗔𝗜 𝗖𝗵𝗮𝘁𝗯𝗼𝘁𝘀 𝗳𝗼𝗿 𝗜𝗻𝘀𝘂𝗿𝗮𝗻𝗰𝗲 𝗔𝗴𝗲𝗻𝗰𝗶𝗲𝘀

Website, WhatsApp, and Facebook Insurance Chatbots
Policy Q&A AI Assistants (coverage, pricing, plans)
Billing and Payment Support Automation
Claims Status Update Agents
FNOL (First Notice of Loss) Intake Automation

➤ 𝗥𝗲𝘁𝗲𝗻𝘁𝗶𝗼𝗻 𝗮𝗻𝗱 𝗥𝗲𝘃𝗲𝗻𝘂𝗲 𝗔𝘂𝘁𝗼𝗺𝗮𝘁𝗶𝗼𝗻

Policy Renewal Automation Systems
Churn Prediction AI Agents
Win-Back Campaign Automation
Google Review Automation Systems
NPS and Customer Feedback AI Agents

➤ 𝗕𝗮𝗰𝗸-𝗢𝗳𝗳𝗶𝗰𝗲 𝗮𝗻𝗱 𝗜𝗻𝘀𝘂𝗿𝗮𝗻𝗰𝗲 𝗖𝗥𝗠 𝗔𝘂𝘁𝗼𝗺𝗮𝘁𝗶𝗼𝗻

Policy Renewal Tracking and Workflow Automation
Document Collection and E-Signature (DocuSign automation)
COI Generation and Policy Change Automation
Underwriting Support AI (pre-fill and validation)
Compliance Automation and Audit Trail Systems

➤ 𝗜𝗻𝘀𝘂𝗿𝗮𝗻𝗰𝗲 𝗠𝗮𝗿𝗸𝗲𝘁𝗶𝗻𝗴 𝗔𝘂𝘁𝗼𝗺𝗮𝘁𝗶𝗼𝗻

Email and SMS Drip Campaign Automation
Social Media Posting Automation
Referral Generation Systems for Insurance Agencies

𝗜𝗻𝘀𝘂𝗿𝗮𝗻𝗰𝗲 𝗖𝗥𝗠 𝗗𝗲𝘃𝗲𝗹𝗼𝗽𝗺𝗲𝗻𝘁 (𝗔𝗜-𝗣𝗼𝘄𝗲𝗿𝗲𝗱)

➤ I’ve built a full AI-powered Insurance CRM platform used for real agency operations:

✔ AI quoting across 1,000+ carriers
✔ Commission tracking from 300+ carrier feeds
✔ Built-in AI voice agents (inbound and outbound)
✔ Automated workflows (lead nurturing, renewals, follow-ups)
✔ Omnichannel system (calls, SMS, email in one place)
✔ Custom API integrations for insurance tools